White Oak Accounting Solutions, LLC

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About

My name is Suruchi Baheti and I have been in accounting and tax field for over 10 years and I am passionate about helping small and medium businesses with their accounting and tax needs.I have helped various small and medium businesses streamline and grow their operations and minimize taxes. I take pride in my integrity, professionalism and creative approach to problem solving. I'll work with you closely to customize an accounting solution that fits your needs and budget and will lead to financial success. You can count on me as trusted business adviser. It's a one-stop shop for your business needs. Below are the services I provide: Bookkeeping Monthly/Quarterly review of financials Budgets and flux analysis Payroll Cash flow analysis Inventory, AR and AP analysis Business and Individual Tax Preparation Quick books setup and consulting Outsourced CFO Tax Consultant Schedule a free consultation today!

Overview

Hired 12 times

Background checked

2 employees

8 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, Venmo, and Zelle.

Social media

Facebook

Services offered

Entity type

Individual or sole proprietorship

Partnership

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Financial services

Annual income

$100K - $500K

$500K - $1M

$1M - $5M

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Exceptional 5.0

11 reviews

5

100%

4

0%

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Read reviews that mention:

Gregory G.

Feb 21, 2022

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Hired on Thumbtack

I'm very happy with her work. She is knowledgeable, and quickly got me back on track when I lost former accountant unexpectedly to an illness.

Accounting

Jignesh P.

Aug 25, 2019

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From Google

Excellent professionals to work with, timely follow up, accuracy and knowledge of new and old tax codes to simplify the complicated business we run!Thank you! Wont go back to other firm we were with!

White Oak Accounting Solutions, LLC's reply

Thank you for your trust. It’s been great working with you!

Origin T.

Aug 30, 2019

•

From Google

White Oak has been taking care of my accounting needs, payroll and taxation very diligently. Their knowledge of the requirements and processes is very good which helps me focus on my business without worrying about the accounting and financial compliance. They are pro-active to ensure timely compliance and have been a trusted partner; for professionalism, competency and good customer service.

White Oak Accounting Solutions, LLC's reply

Thank you so much for your positive feedback and for taking the time to post this review. I'm so glad that you're happy with the professional services.We will continue to provide more valuable advices so your business can reach new heights. Thanks again for your review.

Red H.

Sep 8, 2019

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From Google

salim P.

Aug 16, 2019

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From Google

I have businesses with multiple diversity...real estate, retail and service based ventures....this firm has so far been the best resource for all my financial amd tax advise needs. Honest and customer oriented people. I use them now for my entire business needs. When you find a good CPA....hang on to them. Thanks for all you do for our ventures. The advise and service is priceless!

White Oak Accounting Solutions, LLC's reply

Thank you for your review. It’s been great working with you!

Credentials

Background Check

Suruchi Baheti

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I charge between $80-$100/ hr and would be happy to give you a free estimate. No job is too small for me.
What is your typical process for working with a new customer?
I schedule a free initial consultation which gives me a chance to learn more about the businesses needs so I can make recommendations that meets their budget. This also give the small business a chance to get to know me and my working style.
What education and/or training do you have that relates to your work?
I am a CPA, an MBA in finance and a certified Quickbooks online proadvisor. I do my continuing professional education every yea and also attend accounting and tax conferences to exchange ideas and keep my self up to date with current regulations.